Part-Time Financial Adviser
Core
Part-time Financial Adviser supporting existing clients and prospects with financial advice while retaining their primary role.
Role type
Part-time Financial Adviser
Builds
Financial advice services for existing network and in-segment market
Domain
Financial Services / Wealth Management
Deliverable
client delivery
Required skills
Consultative Selling, Customer Understanding, Sales Data Management, Strategic Selling, Probing Questions, Qualifying Prospects, Oral Communications, Sound business acumen, Computer literacy
Preferred skills
Entrepreneurial mindset, GRIT, resilience, tenacity, Sales orientation
Technologies
Sales Software
Responsibilities
Collate, analyse and synthesize information; Identify sales opportunities; Strengthen customer relationships; Build networks; Balance stakeholders
Seniority
Entry-level, Part-time